In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click

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Evelyn Pineros serves as a product strategy manager for digital offerings for
Sapiens Global Digital. Evelyn possesses expertise in business strategy development, software solutions delivery, and professional services leadership.May 17 -
The New York City bank bets that claiming space in virtual reality now will pay off down the line.
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As a senior consultant at Diamond Consultants, Wendy works with high-achieving advisors that run complex and successful businesses. She regularly counsels top advisors and teams transitioning between wirehouses and regional firms and guides breakaway advisors making the move to independence.
Wendy earned her MBA in marketing and international business from NYU’s Stern School of Business. She is also a cum laude graduate of Colgate University, majoring in economics and international relations.
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Consumers are still the driving force of payments innovation — even in business use cases, according to honorees from this year’s Most Influential Women in Payments who spoke at American Banker’s Payments Forum.
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As the company’s chief product and technology officer, Nag is responsible for the execution of Duck Creek Technologies’ current and emerging product roadmaps while ensuring the adoption of proven software development patterns, architecture standards and frameworks. He is a senior IT leader who loves to work in the intersection of diversity of people and what they bring to work, ways of working, infrastructure, and different technology landscapes.
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Darren Wood is the founder and president of
Recoop Disaster Insurance , a first-of-its-kind, multi-peril disaster insurance product.Darren is an insurance industry veteran, with over 25 years of experience. He previously served as the division president for Holmes Murphy, a top 25 insurance broker, where he was responsible for the delivery of value-added solutions to insurance clients. He also held senior project management and operational leadership roles with Marsh Consumer (now Mercer), focusing on the delivery of employee benefit and affinity solutions to consumers through Fortune 1,000 clients. Darren received his degree in Accounting from Simpson College, earned his Project Management Professional (PMP) designation and is a veteran of the United States Army.
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Rachel is one of the premier leading insurance professionals with over ten years of experience in the industry. After launching her career as a management liability underwriter at AIG, she spent several years as a client advisor for the Financial Institution Group at Marsh. Rachel advised on risk management for the world's largest banks, insurance companies, asset managers & funds. Since joining the Founder Shield as a Senior Account Executive in 2017, she now leads the Customer Success team. Rachel focuses on client advising, improving policy language for venture-backed companies, including financial institutions, ecommerce, and SaaS companies, and developing new tech to continue driving innovation in the insurance industry.
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The bank and insurance company continues to battle its rivals over their use of technology USAA claims it invented.
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Katka is an Associate Partner with McKinsey & Company, based in Boston. She serves private equity clients with expertise in financial technology, including insurance, wealth management and banking. She has conducted more than 20 diligences in the space and has served financial technology companies on growth, pricing, and go-to-market strategies as well as M&A. Katka holds an MBA with distinction from Harvard Business School, an MSc. in financial economics from the Saïd Business School at Oxford University, and a BSc. in mathematics from University College London.
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